Create tasks in Follow Up Boss for new clients in Credit Repair Cloud
Stay organized and maintain consistent communication with new clients in Credit Repair Cloud by creating tasks in Follow Up Boss. This workflow automatically initiates a task in Follow Up Boss whenever a new client is added to Credit Repair Cloud. Ensure each client receives the attention they deserve and streamline your credit repair process with this seamless connection.
Stay organized and maintain consistent communication with new clients in Credit Repair Cloud by creating tasks in Follow Up Boss. This workflow automatically initiates a task in Follow Up Boss whenever a new client is added to Credit Repair Cloud. Ensure each client receives the attention they deserve and streamline your credit repair process with this seamless connection.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Task
Create a task for a contact.
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Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItNew Client
Triggered when you add a new client.
Try ItNew Lead
Triggered when you add a new lead.
Try ItUpdate Lead
Triggered when you update a lead.
Try It
New Affiliate
Triggers when a new affiliate is created.
Try ItNew Invoice
Triggered when you add a new invoice.
Try ItUpdate Client
Triggered when you update a client.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Middle Name
Suffix
Mobile Phone
Home Phone
Work Phone
Work Phone Ext
Fax
Social Security Number
Birth Date
Street Address
City
State
Zip
Country
Memo
Previous Mailing Address